What is bexio?
Full overview of features
Bexio has everything you need to manage your business efficiently.
Contact management
- Quick access to all contacts
- All functions linked to contact data
- Manage contacts with your smartphone with the bexioGo mobile app
- Write notes about individual contacts
- Organize contacts into categories
- Import excel address data
- Export addresses to CSV or Excel, for example, for mail merge
- Upload files to a contact (included in pro and pro+ packages)
Offers, invoices and orders
- Create offers, orders, invoices (QR invoices) and credit menotes conveniently from standardized texts
- Your own design in all PDF documents
- Print payment receipts and make bank reconciliation quickly (ESR, orange payment receipt)
- Create documents in multiple languages.
- Send offers and invoices as documents online by email, directly from the bexio
Online bookkeeping
- Journal for all entries in clean layout
- Scan your documents on the road and upload them directly with the bexioGo mobile app
- Online file storage for all receipts
- Automatic invoice posting (receivables)
- Enter vendor invoices (accounts payable)
- Create balance sheets and income statements
Banking
- Your e-banking linked directly to the bexio: complete overview of open and paid accounts, without manual typing
- Automatic collection of bank transactions at night
- Automated reconciliation of invoices and postin the bexio
- Payments transferred directly from the bexio to your e-banking
- Support for ISO20022 (pain.001, camt.053 / 054), as well as MT940 file formats thanks to automatic and free updates
- Secure: Thanks to offline interfaces, encrypted data transmission and a separate banking server, we ensure the highest data security
Online payroll accounting
- Quick-winning receipt in the cloud
- Monthly salaries or commissions per hour
- Automatic calculation of all social security funds
- Master of the individual wage type
- Integration of payroll accounting into financial accounting
- Forwarding of salary payments to e-banking
- Electronic sending of salary reports
Product management
- Manage all your products and services directly at the bexio
- Import your existing Excel products in less than 30 seconds
- Enter products directly into offers, orders, and invoices.
- Link products to vendor contacts
- Define tiered products and prices
- Easy maintenance of the product catalog
Legal advice by phone
- JurLine, your company's telephone legal advisory service
- Expert assistance from experienced lawyers
- Quick and uncomplicated assistance for all legal issues
- The number of queries is not limited
- Advice in all legal areas (in accordance with Swiss law)
- Ideal for SMEs and self-employed
Time and project control
- Project time tracking
- Individual hourly rates per customer, employee, activity, or project
- Import hours directly into billing invoices
- Manage projects and milestones
Simplified task management
Inventory management
- Post inventory entries and recoveries and keep an eye on inventory levels
- Orders and invoices linked to inventory management
- Stock movements entered automatically in purchase order receipt
- Manage minimum inventory levels
- Create vendor orders
- Create delivery notes and requisition orders
System requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD / SSD: 50 GB of free space on the main drive
Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit
Resolution: 1024×768
Supported operating systems
Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)
Hardware requirements
Memory - 1 GB of RAM and more
Free disk space - 50 MB
System type - 32-bit and 64-bit OS
